Who owns SPDR DJ Wilshire Mid Cap Value?
- Ticker: MDYV
- CUSIP Number: 78464A839
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Mid Cap Value with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of SPDR DJ Wilshire Mid Cap Value stock
Who bought or sold SPDR DJ Wilshire Mid Cap Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 6.4M | $505M | 8% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 1.4M | $110M | 100% | Sep 2024 |
|
| LPL Financial | 1.2M | $93M | -3% | Sep 2024 |
|
| Lutz Financial Services | 691k | $55M | 2% | Sep 2024 |
|
| Tiaa Trust, National Association | 582k | $46M | -2% | Sep 2024 |
|
| Financial Advisory Service | 570k | $45M | 3% | Sep 2024 |
|
| Stifel Financial | 566k | $45M | -1% | Sep 2024 |
|
| Kestra Advisory Services | 561k | $45M | 2% | Sep 2024 |
|
| NorthRock Partners | 503k | $40M | -7% | Sep 2024 |
|
| Benjamin Edwards | 471k | $37M | 2203% | Sep 2024 |
|
| Wells Fargo & Company | 449k | $36M | 4% | Sep 2024 |
|
| AE Wealth Management | 407k | $32M | 21% | Sep 2024 |
|
| Canandaigua National Bank and Trust Company | 381k | $31M | 2% | Dec 2024 |
|
| First Pacific Financial | 350k | $28M | -2% | Dec 2024 |
|
| First National Trust Company | 346k | $28M | 6% | Sep 2024 |
|
| Klingman & Associates | 345k | $27M | 0% | Sep 2024 |
|
| Equitable Holdings | 291k | $23M | 69% | Sep 2024 |
|
| Honkamp Krueger Financial Services | 282k | $22M | 5% | Sep 2024 |
|
| Asset Dedication | 277k | $22M | -3% | Dec 2024 |
|
| GHP Investment Advisors | 274k | $22M | 1% | Dec 2024 |
|
| Confluence Investment Management | 252k | $20M | 15% | Dec 2024 |
|
| Envestnet Asset Management | 248k | $20M | 1% | Sep 2024 |
|
| HighTower Advisors | 230k | $18M | 3% | Sep 2024 |
|
| ERn Financial | 212k | $17M | -1% | Dec 2024 |
|
| Rodgers & Associates | 211k | $17M | 1% | Dec 2024 |
|
| Mercer Global Advisors | 203k | $16M | 0% | Sep 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 201k | $16M | 0% | Dec 2024 |
|
| Cetera Investment Advisers | 198k | $16M | 10% | Sep 2024 |
|
| KWB Wealth | 190k | $15M | -2% | Dec 2024 |
|
| Raymond James Financial Services Advisors | 185k | $15M | 0% | Sep 2024 |
|
| Clark Capital Management Group | 180k | $14M | 4% | Sep 2024 |
|
| Commonwealth Equity Services | 171k | $14M | 3% | Sep 2024 |
|
| Krasney Financial | 169k | $14M | -3% | Dec 2024 |
|
| McAdam | 166k | $13M | -7% | Dec 2024 |
|
| Cary Street Partner Investment Advisory | 163k | $13M | 0% | Sep 2024 |
|
| Michael S. Ryan | 158k | $13M | 3% | Dec 2024 |
|
| FinTrust Capital Advisors | 157k | $13M | 6% | Sep 2024 |
|
| Foundations Investment Advisors | 141k | $11M | 100% | Dec 2024 |
|
| Balanced Wealth Group | 135k | $11M | -46% | Sep 2024 |
|
| JNBA Financial Advisors | 134k | $11M | -27% | Sep 2024 |
|
| Private Wealth Management Group | 134k | $11M | -6% | Dec 2024 |
|
| CWM | 128k | $10M | 29% | Sep 2024 |
|
| Rockbridge Investment Management, LCC | 127k | $10M | -41% | Sep 2024 |
|
| Ameriprise Financial | 123k | $10M | 23% | Sep 2024 |
|
| Alesco Advisors | 122k | $9.7M | 100% | Sep 2024 |
|
| Mariner Wealth Advisors | 111k | $8.8M | 4% | Sep 2024 |
|
| Townsquare Capital | 110k | $8.7M | 100% | Sep 2024 |
|
| H D Vest Advisory Services | 106k | $8.4M | 54% | Sep 2024 |
|
| Advisor Group Holdings | 104k | $8.3M | 100% | Sep 2024 |
|
| Jacobi Capital Management | 101k | $8.1M | 100% | Sep 2024 |
|
| WCG Wealth Advisors | 100k | $7.9M | -6% | Sep 2024 |
|
| Total Wealth Planning | 98k | $7.8M | 0% | Dec 2024 |
|
| Diligent Investors | 85k | $6.7M | -2% | Sep 2024 |
|
| Prestige Wealth Management Group | 80k | $6.4M | -1% | Sep 2024 |
|
| Sage Financial | 77k | $6.2M | -2% | Dec 2024 |
|
| Royal Bank of Canada | 71k | $5.6M | -2% | Sep 2024 |
|
| Waller Financial Planning Group | 71k | $5.7M | 3% | Dec 2024 |
|
| Emerald Investment Partners | 70k | $5.6M | 5% | Sep 2024 |
|
| Capital Wealth Management | 70k | $5.6M | 1% | Dec 2024 |
|
| Pathstone Holdings | 69k | $5.5M | 0% | Sep 2024 |
|
| Thrivent Financial for Lutherans | 69k | $5.4M | 100% | Sep 2024 |
|
| Koss-Olinger Consulting | 67k | $5.3M | -1% | Sep 2024 |
|
| Eqis Capital Management | 66k | $5.2M | -10% | Sep 2024 |
|
| Bank of America Corporation | 65k | $5.2M | -3% | Sep 2024 |
|
| Private Advisor | 65k | $5.2M | 8% | Sep 2024 |
|
| Perennial Investment Advisors | 63k | $5.0M | -1% | Sep 2024 |
|
| IAG Wealth Partners | 61k | $4.8M | -1% | Sep 2024 |
|
| Gladstone Institutional Advisory | 60k | $4.8M | -1% | Sep 2024 |
|
| IHT Wealth Management | 59k | $4.7M | -28% | Sep 2024 |
|
| RTD Financial Advisors | 58k | $4.7M | -1% | Dec 2024 |
|
| Garden State Investment Advisory Services | 58k | $4.6M | 100% | Sep 2024 |
|
| Jones Financial Companies, L.L | 57k | $4.5M | 100% | Sep 2024 |
|
| Merit Financial Group | 57k | $4.6M | -3% | Dec 2024 |
|
| Marotta Asset Management | 55k | $4.4M | -5% | Dec 2024 |
|
| Stratos Wealth Partners | 55k | $4.4M | 404% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 54k | $4.3M | 4% | Sep 2024 |
|
| Clarus Wealth Advisors | 53k | $4.2M | -6% | Dec 2024 |
|
| UBS Group | 52k | $4.1M | 4% | Sep 2024 |
|
| Canandaigua National Trust Co of Florida | 51k | $4.1M | 0% | Dec 2024 |
|
| Bailard | 50k | $4.0M | 0% | Sep 2024 |
|
| Annapolis Financial Services | 50k | $4.0M | 0% | Sep 2024 |
|
| CI Private Wealth | 45k | $3.6M | -2% | Sep 2024 |
|
| Koshinski Asset Management | 45k | $3.6M | -4% | Dec 2024 |
|
| Goldman Sachs Group | 44k | $3.5M | -1% | Sep 2024 |
|
| Geneos Wealth Management | 41k | $3.3M | 0% | Dec 2024 |
|
| Integrated Wealth Concepts | 40k | $3.2M | 0% | Sep 2024 |
|
| Chicago Partners Investment | 39k | $3.2M | 6% | Dec 2024 |
|
| Captrust Financial Advisors | 38k | $3.0M | 86% | Sep 2024 |
|
| Wealthcare Advisory Partners | 36k | $2.9M | 3% | Dec 2024 |
|
| Lodestar Private Asset Management | 36k | $2.8M | 0% | Sep 2024 |
|
| Principal Securities | 33k | $2.6M | 11% | Sep 2024 |
|
| Occidental Asset Management | 31k | $2.5M | 20% | Dec 2024 |
|
| Ignite Planners | 30k | $2.4M | 3% | Dec 2024 |
|
| Aptus Capital Advisors | 30k | $2.4M | -10% | Sep 2024 |
|
| Financial Guidance Group | 30k | $2.4M | -10% | Sep 2024 |
|
| Kingswood Wealth Advisors | 29k | $2.3M | 100% | Dec 2024 |
|
| Courage Miller Partners | 29k | $2.3M | -1% | Dec 2024 |
|
| Kingsview Wealth Management | 25k | $2.0M | -41% | Sep 2024 |
|
| Prudential Financial | 25k | $2.0M | 20% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 24k | $1.9M | -19% | Sep 2024 |
|
| Signature Estate and Investment Advisors | 24k | $1.9M | -57% | Sep 2024 |
|
| Shum Financial Group | 24k | $1.9M | 3% | Dec 2024 |
|
| Farther Finance Advisors | 24k | $1.9M | -18% | Sep 2024 |
|
| Barden Capital Management | 23k | $1.8M | 2% | Sep 2024 |
|
| Courier Capital Corp | 23k | $1.8M | 0% | Dec 2024 |
|
| Brady Martz Wealth Solutions | 22k | $1.8M | 100% | Dec 2024 |
|
| Juncture Wealth Strategies | 21k | $1.7M | -2% | Dec 2024 |
|
| Pinnacle Family Advisors | 21k | $1.7M | 100% | Sep 2024 |
|
| Smith Anglin Financial | 21k | $1.7M | 1% | Dec 2024 |
|
| Omega Financial Group | 21k | $1.7M | -1% | Dec 2024 |
|
| Branch Banking & Trust Company | 21k | $1.6M | 2% | Sep 2024 |
|
| Brookstone Capital Management | 20k | $1.6M | 31% | Dec 2024 |
|
| Stratos Wealth Advisors | 19k | $1.5M | -2% | Dec 2024 |
|
| Great Valley Advisor Group | 19k | $1.5M | 0% | Sep 2024 |
|
| We Are One Seven | 18k | $1.4M | -12% | Sep 2024 |
|
| My Purposeful Wealth Corp. | 18k | $1.4M | 0% | Sep 2024 |
|
| Acorn Financial Advisory Services | 18k | $1.4M | 6% | Sep 2024 |
|
| Centennial Wealth Advisory | 18k | $1.4M | 354% | Dec 2024 |
|
| Visionary Wealth Advisors | 18k | $1.4M | 2% | Sep 2024 |
|
| Pure Financial Advisors | 17k | $1.4M | -2% | Dec 2024 |
|
| IFG Advisory | 17k | $1.4M | -15% | Sep 2024 |
|
| Creative Planning | 17k | $1.4M | -2% | Sep 2024 |
|
| Citadel Advisors | 17k | $1.3M | 130% | Sep 2024 |
|
| Collective Family Office | 17k | $1.3M | 41% | Dec 2024 |
|
| MAI Wealth Advisors | 16k | $1.2M | -6% | Sep 2024 |
|
| LTG Capital | 15k | $1.2M | 1% | Sep 2024 |
|
| Orion Portfolio Solutions | 15k | $1.2M | 100% | Sep 2024 |
|
| Hanson McClain Advisors | 15k | $1.2M | -2% | Sep 2024 |
|
| Jpmorgan Chase & Co | 15k | $1.2M | 3% | Sep 2024 |
|
| CX Institutional | 15k | $1.2M | 10% | Dec 2024 |
|
| Waypoint Capital Advisors | 14k | $1.1M | 0% | Sep 2024 |
|
| HF Advisory Group | 14k | $1.1M | 9% | Dec 2024 |
|
| Montz Harcus Wealth Management | 14k | $1.1M | 1% | Sep 2024 |
|
| Mount Yale Investment Advisors | 14k | $1.1M | 51% | Dec 2024 |
|
| Salomon & Ludwin | 14k | $1.1M | 5% | Sep 2024 |
|
| MONECO Advisors | 14k | $1.1M | 1% | Sep 2024 |
|
| Lewis Asset Management | 13k | $1.1M | -8% | Dec 2024 |
|
| American Financial & Tax Strategies | 13k | $1.0M | 5% | Sep 2024 |
|
| HFG Advisors | 13k | $1.0M | 13% | Dec 2024 |
|
| Cape Investment Advisory | 12k | $972k | 0% | Sep 2024 |
|
| Tower Research Capital | 12k | $972k | 100% | Sep 2024 |
|
| Kestra Private Wealth Services | 12k | $971k | 3% | Sep 2024 |
|
| Krilogy Financial | 12k | $976k | 3% | Dec 2024 |
|
| Park Avenue Securities | 12k | $956k | 12% | Dec 2024 |
|
| Global Retirement Partners | 12k | $935k | -68% | Sep 2024 |
|
| Commonwealth Financial Services | 12k | $939k | -1% | Dec 2024 |
|
| Colony | 12k | $922k | 0% | Sep 2024 |
|
| Wambolt & Associates | 12k | $913k | 100% | Sep 2024 |
|
| Florida Financial Advisors | 11k | $906k | 17% | Sep 2024 |
|
| Good Life Advisors | 11k | $855k | -7% | Sep 2024 |
|
| Strategic Financial Concepts | 5.9k | $470k | -99% | Sep 2024 |
|
| D. E. Shaw & Co | 4.4k | $348k | -83% | Sep 2024 |
|
Who sold out of SPDR DJ Wilshire Mid Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2024 | 53k | $3.8M |
| Bellwether Advisors | Jun 2024 | 39k | $2.8M |